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Administrator Guide
Last Updated: 2025-12-12
Example: Create a Time Off Plan for Parental Leave

Example: Create a Time Off Plan for Parental Leave

This example illustrates how to set up a time off plan for parental leave.
You're configuring the time off plan so that the plan's balance never goes above 5 days, despite the workers never using any of their accrual. Instead, when the accrual attempts to award 5 days, Workday forfeits the accrual as the worker's balance is already 5 days.
Example: Adam has another child that is born in March 2021, so receives an extra 5 days in March, as well as the 5 days for his child born in April. The upper limit increases against the time off plan to allow it to go up to 10 days while 2 children are under the age of 4. From April 2023, when 1 child becomes 4, this limit drops back to 5 days again.
Create a time off plan with:
  • A calendar year balance period with unlimited carryover so the balance doesn't reset on January 1 of each year.
  • An upper limit. Workday checks how many children the worker has under the age of 4 and prevents the balance going above the annual limit of 5 days per child.
  1. Access the
    Create Time Off Plan
     task.
  2. Enter or select these values and click
    OK
    .
    Field
    Value
    Name
    Parental Leave Time Off Plan
    Track Balance
    Yes
    Balance Period
    YTD - Current Calendar Year (based on Period End Date)
    Period Schedule
    Monthly
    Unit of Time
    Days
    Effective Date
    01/01/2019
  3. On the
    Balance
     tab, enter or select these values.
    Field
    Value
    Balance Visibility
    Eligible in period (based on As of Date)
    Calendar Display
    Plan
    Date
    Balance Period Start Date
  4. On the
    Calculation
     tab, enter or select these values.
    Field
    Value
    Accrual Frequency Method for Time Off Plan
    Start of Period
    Time Off Plan Balance for Lower Limit
    0
    Time Off Plan Balance for Upper Limit
    Parental Leave Upper Limit
    Daily Quantity Default
    1
    Days to Include
    Workdays (Non-Holiday)
  5. On the
    Accrual
     tab, click
    Add Row
     and select
    Parental Leave Accrual
    .
  6. On the
    Time Off
     tab, click
    Add Row
     and select
    Create Time Off
    .
    1. Enter or select these values:
      Field
      Value
      Name
      Parental Leave Time Off
      Code
      parental_leave_time_off
    2. From the
      Time Off Type
       prompt, select
      Create Time Off Type
      . For
      Name
      , enter
      Parental Leave
      , and click
      OK
      .
    3. For
      Entry Option
      , select
      Enter through Time Off Only
      .
    4. On the
      Details
       tab, for
      Priority
      , enter
      2
      .
    5. Click
      OK
      .
  7. On the
    Eligibility
     tab, click
    Add Row
     in the
    Worker Eligibility
     grid and select
    Worker Has Dependent Under 4 as of Period End Date
    .
  8. Click
    OK
    .